field chooser

Field Preservation Values On Loser Copy Via Workflow Rule

Configuring Complex Field Preservation to Run While AutoMerging Duplicate Sets

Posted by Eugene Brownell on October 11, 2020 | Featured

Configuring Complex Field-Preservation When AutoMerging a set of duplicates, our plugin will preserve populated fields from the loser records (Rank≥2) into UN-populated fields on the winner (Rank=1). It will do this for all fields contained in the comma-separated-list in the … Read More

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Potential Duplicates with Editable Field Chooser Form screenshot

Potential Duplicates and Editable Field-Chooser Subgrid Web Resource

Posted by Eugene Brownell on September 22, 2020 | Featured

Potential Duplicates and Editable Field-Chooser Subgrid (Web Resource) A couple months back we announced a new web resource to show end-users the potential duplicates in a subgrid right on the form. That earler version depicts a read-only list of records … Read More